October 29, 2013

CHANGE IS THE ONLY CONSTANT:

Preparing for and Managing Organizational Change

The Pew Fund Capacity Building Program:

OMG Center for Collaborative Learning

¡ Capacity: the ability or power to do, experience, or understand something.

¡ Change: to make or become different.

Workshop Presented By:

Meghan McVety, Capacity for Change, LLC

www.capacityforchange.com

CAPACITY FOR CHANGE

Change creates and offers windows for improvement

(or decline). How an organization acts determines the path.

Managing change successfully is possible, and more often than not,

it is in your control.

Exploring today:

v  How capacity building can effect change

v  Change interventions

v  Being prepared for planned versus unplanned change

v  Supporting people in times of change

UNDERSTANDING CHANGE

1.  Unfreeze

2.  Change

3.  Refreeze

THREE STEPS

Slide from Charlie Rudd, based on Satir change model: www.solutionsiq.com

Planned  or  Unplanned    

Slide from Charlie Rudd, based on Satir change model: www.solutionsiq.com

UNDERSTANDING ORGANIZATIONS

ORGANIZATION AS A SYSTEM

ORGANIZATION AS A SYSTEM

¡ All parts of the system must be integrated

¡ Take into consideration how decisions affect all parts of the system

¡ A high-functioning system continually exchanges feedback among its various parts to ensure they remain closely aligned and focused on achieving the goal of the system.

Organizational Goals

Leadership

Programs

Administrative Support

Communications

Finance and Management

Organizational Goals

Leadership

Programs

Administrative Support

Communications

Finance and Management

Organizational Goals

Leadership

Programs

Administrative Support

Communications

Finance and Management

WHY ORGANIZATIONS ARE NOT ALIGNED…

Philosophical Considerations

¡ Are we operating with the same definitions?

¡ Are different views of our work integrated?

¡ Are different disciplines and models aligned?

Operational Considerations

¡ Lack of systems approach – knowing and responding to what each part of the system needs and how it works together

¡ Understanding sub-systems

¡ Communicating across systems

WHY ORGANIZATIONS ARE NOT ALIGNED…

Philosophical Considerations

Are we operating with the same definitions?

How are our different views of our work integrated?

How are different disciplines and models aligned?

Operational Considerations

Lack of systems approach and integration – knowing what each part of the system needs and how it works together

Understanding sub-systems

Communicating across systems

Diagnosis  if  not  aligned:    • What  happened  that  caused  the  mis-­‐alignment?  (Or  made  you  aware  of  it?)  

• What  intervention  is  needed  to  achieve  alignment?  

Organizational Goals

Leadership

Programs

Administrative Support

Communications

Finance and Management

Alignment is the ideal state to achieve optimal individual, team, and organizational performance.

Aligned organizations handle change well.

CHANGE INTERVENTIONS:

ACHIEVING ALIGNMENT

CHANGE INTERVENTIONS

1.  Management development 2.  Organizational learning 3.  Work systems 4.  Organizational structure 5.  Organizational culture 6.  Strategic planning

Interventions

1. Management development

2. Organizational learning

3. Work systems 4. Organizational

structure 5. Organizational

culture 6. Strategic

planning

¡ Leadership turnover

¡ Funding (changes in revenue, funder priorities)

¡ Technology

¡ Low morale/conflict

¡ Community needs and opportunities

¡ Crisis

¡ Performance gaps

¡ Lack of focus

¡ Mergers

SOME MOMENTS TO INTERVENE

¡ Management: §  Functions and styles § Development of

managers through training and coaching

¡ Goal setting and performance appraisals

¡ Team-building ¡ Conflict management

MANAGEMENT DEVELOPMENT

¡ Promoting, rewarding, and capturing organizational learning: § Creating continuous learning

opportunities § Promoting inquiry and dialogue § Encouraging collaboration and team

learning § Establishing systems to capture and

share learning § Empowering people to have a

collective vision

ORGANIZATIONAL LEARNING

¡ Technical processes: § Reporting § Technology § Finance and administration § Policies and procedures

WORK SYSTEMS

¡ How responsibility and authority are assigned: § Must fit the organization’s environment, strategy, size, and focus § Must support and encourage the desired organizational culture § Includes individual job design § Clear work flow processes

ORGANIZATIONAL STRUCTURE

ORGANIZATIONAL CULTURE

Strategy

Structure Human Processes

Technical Processes

Culture

WHAT IS ORGANIZATIONAL CULTURE?

“I don’t know how it started, either, but I would never come to work without my hat.”

Organizational Culture

SHARED NORMS AND PRACTICES

Culture

Stories

Symbols

Power Structures

Control Systems

Organiza-tional

Structures

Rituals & Routines

STRATEGIC PLANNING

A systematic process of envisioning a desired future, and translating this vision into broadly defined goals or objectives and a sequence of steps to achieve them. Discovery | Design | Implementation

What happens when strategy and culture meet?

Turnover Funding

Movements and Moments

DISCUSSION QUESTIONS

1.  What stands out as a priority for your organization?

2.  What made you aware of the change that’s needed?

3.  What are your plans (and do your colleagues have tips for you)?

MANAGING CHANGE

Force Field Analysis

Driving Forces

Status Quo

Resisting Forces

DIFFERING RESPONSES TO CHANGE

¡  Depends on a person’s perception of how change will affect them

¡  Driving Forces versus Resisting Forces §  Empower Driving Forces §  Manage Resisting Forces

Crossing the Chasm, Geoffrey Moore

A RULE TO THRIVE BY

People first.

FOR CHANGE TO WORK – POSITIVELY

Phase 1: Identify the

Change Phase 2: Engage People in

the Change

Phase 3: Implement the

Change

FOR CHANGE TO WORK – POSITIVELY

Phase 1: Identify the

Change Phase 2: Engage People in

the Change

Phase 3: Implement the

Change

IDENTIFY ENGAGE IMPLEMENT

•  Name the change •  Get people’s

attention •  Explain the

change process – what to expect

•  Acknowledge potential frustrations

•  Address organizational culture dynamics

•  Re-align people to the change – create a compelling vision of the future state

•  Ask for input – how to do it

•  Using the input drawn from your team, execute on the change

PHASES OF CHANGE

SIX CHANGE MANAGEMENT TIPS

FOR LEADERS

6: Don’t fear failure — encourage it.

5: Engage people in designing solutions.

4: Document the intended change and the process for getting there.

3. Script the change.

2: Set the tone with a guiding vision that is desirable, feasible, and sustainable.

#1: com· mu· ni· cate kəˈmyo͞onəˌkāt/ Verb

share or exchange information, news, or ideas. synonyms: be in touch, be in contact, have dealings, interface, interact, commune, meet, liaise

INSTITUTIONALIZING CHANGE

JOHN KOTTER’S 8-STEP PROCESS

1.  Establish a sense of urgency 2.  Create a guiding coalition 3.  Develop a vision and strategy for the specific

change 4.  Communicate the vision and plan 5.  Empower employees for broad-based action 6.  Generate short-term wins 7.  Consolidate gains and produce more

change 8.  Anchor the change in the culture

October 29, 2013

CHANGE IS THE ONLY CONSTANT:

Preparing for and Managing Organizational Change

The Pew Fund Capacity Building Program:

OMG Center for Collaborative Learning